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Fisdom Wealth Edge

Fisdom Wealth Edge is a Equity Portfolio Management Service launched by Finwizard Technology Private Limited on December 2024. Managed by Sabyasachi Mukherjee, the fund holds ₹147 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Fixed Fees: Upto 1.5%% fixed fee and Fixed: Upto 1% Hurdle: 10% Performance fee: 10%% performance fee. Trailing returns: 12.57% (1Y), 9.71% since inception. Performance data as of July 2026.

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Fisdom Wealth Edge

Finwizard Technology Private Limited

146.57 CR AUM

Fisdom Wealth Edge

Fisdom Wealth Edge

Finwizard Technology Private Limited

146.57 CR AUM

BSE 500 TRI
Benchmark
1yr 6mo
Age
EQUITY
Strategy
Fixed Fees: Upto 1.5%
Fixed Fees
Fixed: Upto 1% Hurdle: 10% Performance fee: 10%
Variable Fees
1st Year : 1%
Exit Load
BSE 500 TRI
Benchmark
1yr 6mo
Age
EQUITY
Strategy
Fixed Fees: Upto 1.5%
Fixed Fees
Fixed: Upto 1% Hurdle: 10% Performance fee: 10%
Variable Fees
1st Year : 1%
Exit Load
Fund manager

sabyasachi mukherjee

Fund Manager
EQUITYStrategies
Fund manager

nirav karkera

Fund Manager
EQUITYStrategies

Nirav Karkera is the Fund Manager for Fisdom PMS and Head of Research, with over a decade of experience in financial services. He drives the firm's multi-asset investment strategies and oversees portfolio management, risk frameworks, and asset allocation. An NMIMS and University of Mumbai alumnus, Nirav is a recognized thought leader, regularly contributing insights on investments and market trends to top financial media.

Nirav Karkera is the Fund Manager for Fisdom PMS and Head of Research, with over a decade of experience in financial services. He drives the firm's multi-asset investment strategies and oversees portfolio management, risk frameworks, and asset allocation. An NMIMS and University of Mumbai alumnus, Nirav is a recognized thought leader, regularly contributing insights on investments and market trends to top financial media.
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What is this fund's investment objective?

The scheme's investment objective is to generate long-term capital appreciation from a diversified portfolios of MFs and ETF thereby optimising performance and risk across market cycles.

How has Fisdom Wealth Edge performed?

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1M IA return
1.57%
1M benchmark return
0.86%
Alpha
0.71%
1M Wealth multiple
1.02x

How has this fund performed vs its benchmark?

2026
2026
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1M IA return
1.57%
1M benchmark return
0.86%
Alpha
0.71%
1M Wealth multiple
1.02x

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